User

Luna
Luna
  • Updated

The user field features a user picker control that allows you to type-in or select users in the active users list in your organization. The users are listed by their usernames that Yeeflow assigns to them when they sign up. Below is an example of how the users field looks when accessed from a web browser:

User_Overview.jpg

 

When to use this field?

The core purpose that the users field exists to serve is to be able to associate your users with the records submitted through that form. The following are a few use cases where you may find the users field to come in handy:

  1. Control ownership of records based on the user selected in the users field
  2. Assign tasks to users
  3. Provide the ability to view user-specific records in reports

Things to know
The users field in a record will continue to store the selected user even if that user is no longer displayed by that field. This behavior is in place to accommodate the possibility that a user's role in your app may change over time, or that they're no longer collaborating in that app, or that they're no longer a part of your organization.

 

How to add an User field

Firstly, find the User control in the controls add panel. Then, drag and drop it into a section or container on your form.

User_Add.jpg

 

Basic of the User field

Open the Content > Basic block and set the Title's text of this User control. For more information about Title for field control, please refer:

Understand the Title of field controls

Set the Associated variable for this User control. When you add a new User control, a default variable will be generated automatically. You can click the Edit Button to change the ID and name, or click the Reset button to bind this User control to other existing variables. For more information, please refer:

Understand form controls and the associated variables / fields

User_Basic.jpg

 

Appearance of the User field

Open the Content > Appearance block to set the appearance and layout of this User control.

Placeholder: Set the text as the placeholder of this User field.

Multiple: Turn ON this option to allow users to select multiple users.

Scope: Set the scope of users which are allowed to be selected from this user field:

  1. All: Allow to select users from all users existing in your organization:User_Scope_All.jpg
  2. Specific users: Allow to only select from the list of users specified here. User_Scope_Specific.jpg
  3. Variable: Allow to select users from a variable. You can open the expression editor to select from one pre-defined variable, Instance context, a user group or one position.  For example, if you want to only include the users in one of the user groups, you may select this group from the expression editor as below:User_Scope_Variable.jpg

 

Display Title: Choose display or hide the title of this control. For more information, please refer: Understand the title of field controls

Allow comment: Turn on this option will allow users to add comments on this control.  

Dynamic Display Rules:  When you set a dynamic display rules, It behaves differently based on specific conditions and rules. Learn how to create dynamic display rules for a control.

 

User_Appearance.jpg

 

Validation of the User field

Open the Content > Validation block to set the properties of this User field control.

Readonly: Turn this ON will make this field control as view only status. 

Required: Make this field as required. Users cannot leave the content as empty.

Default value: Set a default value of this user field. This option is only available when the scope is set as All or Specific users.

  1. Customize: Select specific users from the user picker control below.
  2. Current user: Load the current login user as the default value.

Custom Validation: Set the custom validation rules. An error message that will display under your field when specified conditions become true. It will allow you to add any number of rules for validating your field. Learn more about the Custom Validation.

User_Validation.jpg

 

Action call of the User field

Open the Content > Action block to call a pre-defined action from the dropdown list. This action will be triggered once the value of this image field is changed.

Learn more about Actions

Switch_action.jpg

 

Style the User field control

Field - Editable

Open the Style > Field - Editable block to set the styles of the field control for it's editable status.

  1. Typography: Set the typography options for the text in the user picker control.
  2. Normal / Focus: Set different styles for normal state and focus state of the user picker. Styles below are supported to be set separately for Normal and Focus state.
    • Color: Choose the color of the field's text.
    • Background Color: Set background color of the field. By default, the background color is set as transparent.
    • Border Type: Select the type of border, choosing from none, solid, double, dotted, dashed, or grooved.
    • Radius: Set the border radius to control corner roundness.
    • Shadow: Adjust box shadow options

    User_Picker.gif

  3. Operation Button: Set the styles of the operation button after the text box.
    • Color: Select the color of the button’s text
    • Background Color: Select the button’s background color.User_Style_Editable.jpg
  4. Placeholder Color: Choose the color of the placeholder text.
  5. Align: Set the alignment of text inside the field control. Can be LeftCenter or Right
  6. Padding: Set the Padding of the field control.
  7. Field Width: Set the width of the field control in PX or %.
  8. Field Alignment: Set the alignment of the field control. This will only be effected when the field width is less than the outside container.
  9. Selected items: Set the styles of the selected users.
    • Margin: Set the Margin of the button in PX or %.
    • Padding: Set the Padding of the button in PX or %.
    • Typography: Set the typography options for the text of selected users.
    • Color: Select the color of the selected users.
    • Background Color: Select the background color of the selected users block.
    • Border Type: Select the type of border, choosing from none, solid, double, dotted, dashed, or grooved.
    • Radius: Set the border radius to control corner roundness.
    • Shadow: Adjust box shadow optionsUser_Style_Selected.jpg
  10. Error Message: Set the styles of the error message, 
    • Typography: Set the typography options for the error message.
    • Color: Choose the color of the error message's text.

 

Field - Read Only

Open the Style > Field - Read Only block to set the styles of the field control for it's view only status.

  1. Selected items: Set the styles of the selected users on it's read only state.
    • Margin: Set the Margin of the button in PX or %.
    • Padding: Set the Padding of the button in PX or %.
    • Typography: Set the typography options for the text of selected users.
    • Color: Select the color of the selected users.
    • Background Color: Select the background color of the selected users block.
    • Border Type: Select the type of border, choosing from none, solid, double, dotted, dashed, or grooved.
    • Radius: Set the border radius to control corner roundness.
    • Shadow: Adjust box shadow options

    User_Readonly.jpg

 

Style of title

Set the Title of field controls that are applicable to this control.

 

Advanced Settings

Set the Advanced options that are applicable to this control.

 

 

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